Cross Asset Services
Quickstart
Get a Token
Make an API Call
Concepts
Environments
UAT
Production
Endpoints
Url Path
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Open Api/Swagger
Authentication
Obtaining Access
Getting a Token
Authorization
API Standards
Versioning
Search Criteria
Advanced Search Criteria
Pagination
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Sort
Data Access
Identifiers
Access Type
Notifications
Websocket Gateway
Urls
Authentication
Subscribing
Channels
Notification Messages
Common Message Format
Deal Message
Order Message
Access Control Message
Services
Access Controls
Base Urls
API Endpoints
v1/Tranches
Get v1 Tranche AccessControls by Tranche ID
Get v1 Tranche AccessControls by Source ID
Get Multiple v1 Tranche AccessControls by Tranche IDs
Create v1 Tranche AccessControls by Tranche ID
Create v1 Tranche AccessControls by Source ID
Update v1 Tranche AccessControls by Tranche ID
Update v1 Tranche AccessControls by Source ID
v2/Tranches
Get v2 User Tranche AccessControls by Tranche ID
Get v2 Full Tranche AccessControls by Tranche ID
Get v2 User Tranche AccessControls by Source ID
Get v2 Full Tranche AccessControls by Source ID
Get Multiple v2 User Tranche AccessControls by Tranche IDs
Get Multiple v2 Full Tranche AccessControls by Tranche IDs
Create v2 Tranche AccessControls by Tranche ID
Create v2 Tranche AccessControls by Source ID
Update v2 Tranche AccessControls by Tranche ID
Update v2 Tranche AccessControls by Source ID
Patch v2 Tranche AccessControls by Tranche ID
Patch v2 Tranche AccessControls by Source ID
v2/Deals
Get v2 User Deal AccessControls by Deal ID
Get v2 Full Deal AccessControls by Deal ID
Get v2 User Deal AccessControls by Source ID
Get v2 Full Deal AccessControls by Source ID
Get Multiple v2 User Deal AccessControls by Deal IDs
Get Multiple v2 Full Deal AccessControls by Deal IDs
Create v2 Deal AccessControls by Deal ID
Create v2 Deal AccessControls by Source ID
Update v2 Deal AccessControls by Deal ID
Update v2 Deal AccessControls by Source ID
Patch v2 Deal AccessControls by Deal ID
Patch v2 Deal AccessControls by Source ID
v1/Tranches/firm-grants
Get v1 Evaluated Firm Grants for given TrancheId/FirmId key, reduced by request token FirmId
Search for v1 Evaluated Firm Grants for given TrancheId/FirmId key(s), reduced by request token FirmId
Get All v1 Firm Grants for given TrancheId/FirmId key
Create v1 Firm Grants for a given TrancheId/FirmId
Update v1 Firm Grants for a given TrancheId/FirmId
Delete All v1 Firm Grants for a given TrancheId/FirmId
Shared Data
Shared data elements
Schema
v1 Tranches AccessControls Schema
v2 Tranches AccessControls Schema
v2 Deals AccessControls Schema
TrancheUserAccessControlGrants
TrancheFullAccessControlGrant
AccessControlGrantSaveRequestDto
Allocations
Base Urls
API Endpoints
Search Allocation
Get Allocation
Create Allocation
Delete Allocation by ID
Delete Allocation by Source ID
Update Allocation
Update Allocation Attribute(s)
Schema
Application Management
Coverage
Base Urls
API Endpoints
Contacts
Search Contacts
Get Contact by ID
Get Contact by Source ID
Create Contact
Delete Contact by ID
Delete Contact by Source ID
Update Contact
Update Contact by ID
Groups
Search Group
Get Group by ID
Get Group by Source ID
Create Group
Delete Group by ID
Delete Group by Source ID
Update Group
Investor Account Contact
Search Investor Account Contact
Advanced Search Investor Account Contact
Get Investor Account Contact by ID
Get Investor Account Contact by Source ID
Get My Coverage - Investor Account Contact
Create Investor Account Contact
Delete Investor Account Contact by ID
Delete Investor Account Contact by Source ID
Update Investor Account Contact
Patch Investor Account Contact
Compliance Letter Request
Create Compliance Letter Request
Schema
ComplianceType
Compliance Letter Request Object
Investor Account Groups
Search Investor Account Group
Create Investor Account Group
Delete Investor Account from Group
Investor Accounts
Search Investor Account
Get Investor Account by ID
Get Investor Account by Source ID
Get My Coverage
Get Investor Account Coverage Search
Get User Coverage for Investor Account
Create Investor Account
Update Investor Account
Update Investor Account by ID
User Groups
Search User Group
Get User from User Group
Create User Group
Delete User From Group
Investor Accounts Summary
Search Investor Accounts Summary
Schema
Contacts Schema
Groups Schema
Investor Account Contact Schema
Investor Account Group Schema
Investor Account Schema
User Group Schema
Investor Accounts Summary Schema
Deals
Base Urls
Common Structure
Deal Types
Generic Deal
API Endpoints
Schema
Fixed Income
API Endpoints
Schema
Standard Bond
API Endpoints
Schema
Municipal
API Endpoints
Example Search Criteria
Schema
MUNI Client Data API
API Endpoints
Example Search Criteria
Schema
Equity
API Endpoints
Schema
Common Stock
API Endpoints
Schema
Preferred
API Endpoints
StructuredProduct
API Endpoints
Indications
Base Urls
API Endpoints
Indication
Search Indication
Get Indication
Create Indication
Delete Indication by ID
Delete Indication by Source ID
Update Indication
Update Indication Attribute(s)
Indication Group
Search Indication Group
Get Indication Group by ID
Get Indication Group by Source ID
Create Indication Group
Delete Indication Group by ID
Delete Indication Group by Source ID
Update Indication Group
Update Indication Group Attribute(s)
Hedge
Search Hedge
Get Hedge by ID
Create Hedge
Delete Hedge by ID
Delete Hedge by Source ID
Update Hedge
Update Hedge Attribute(s)
Schema
Indication Schema
Hedge Schema
Indication Group Schema
Preferences
Cross Asset Services
Docs
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Application Management
Application Management
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